Don't miss out: Claim a free 90-minute CRM Success Workshop now
Get clear dashboards and analytics
Automated campaigns and customer journeys
Accurately monitor, forecast, and plan your sales
Manage invoices, contracts and order from one tool
Boost productivity and drive your sales process
Manage projects, track revenue and budget
Choose the right package for you
Perfect for users that want core CRM features and a 360° view of customers.
Ideal for CRM users who also need to facilitate orders, invoices and contracts.
Add to your CRM package to get all the Project Management functionality.
FunctionalityÂWorkbooks is purchased on a 1, 2, or 3-year subscription, billed annually.
GBP
USD
Scroll right
|
CRM Editionprice per user, per month |
Business Editionprice per user, per month |
|---|---|---|
Core Functionality |
Standard
£32 Standard $47
Pro
£48 Pro $66 |
Standard
£67 Standard $97
Pro
£82 Pro $116 |
Account & Contact Management |
|
|
Sales Management & Automation |
|
|
Marketing Management |
|
|
Customer Service Management |
|
|
Order Processing |
-
-
|
|
Invoicing & Credit Notes |
-
-
|
|
Supplier Purchase Orders |
-
-
|
|
Sandbox & Testing |
|
|
Support, Email, Forum & Phone |
|
|
|
GBP
USD
Scroll right
ExtensionsMust be purchased for all users. Pricing is monthly, billed annually. |
Standard
Pro
|
Standard
Pro
|
Multi-CompanyManage different legal entities in your business and track which one created the Sales Order or Invoice. |
+£7.00
+$9.50
|
+£7.00
+$9.50
|
Multi-Currency DocumentsKeep sales docs in different currencies and automatically convert values to a global currency. |
+£7.00
+$9.50
|
+£7.00
+$9.50
|
Advanced SecurityGet Single Sign-on with Microsoft Azure AD. Build complex security rules. |
+£7.00
+$9.50
|
+£7.00
+$9.50
|
Audit TrailTrack changes to see who changed which values, and when. |
+£7.00
+$9.50
|
+£7.00
+$9.50
|
Custom RecordsCreate your own custom record types. |
+£7.00
+$9.50
|
+£7.00
+$9.50
|
|
GBP
USD
Scroll right
ModulesCan be purchased for users who need them. Pricing is monthly, billed annually. |
Standard
Pro
|
Standard
Pro
|
Contract Management |
+£7.00
+$9.50
|
|
Events Management |
+£16.00
+$22.00
+£16.00
+$22.00
|
+£16.00
+$22.00
+£16.00
+$22.00
|
Advanced ProjectsGet all of our Project Management functionality including extras like time recording, budget and rate management, revenue and WIP recognition, resource scheduling and billing management. |
+£16.00
+$22.00
+£16.00
+$22.00
|
+£16.00
+$22.00
+£16.00
+$22.00
|
Microsoft Exchange / Outlook IntegrationSynchronize your contacts, calendar, email and tasks between Workbooks and Outlook. |
+£7.50
+$11.00
+£7.50
+$11.00
|
+£7.50
+$11.00
+£7.50
+$11.00
|
Mapping ModuleSee clients and prospects locations. Filter based on geolocation 
to see who’s nearby. |
+£7.50
+$11.00
+£7.50
+$11.00
|
+£7.50
+$11.00
+£7.50
+$11.00
|
Additional Storage1 GB increments |
||
1 GB increments |
£33 per 1 GB per year (£2.75 per per month)
$48 per 1 GB per year ($4.00 per per month)
|
|
|
|
|
|
Access free tips, guides and advice on CRM, sales and marketing.
You’ve probably heard about some of the key benefits of a CRM. But let’s take a look into the challenges it helps resolve.  ...
Read more
If you’re in professional services, a system for customer relationship management (CRM) will help you grow, improve...
Read more
How much should you pay and what to avoid: Why is CRM pricing so complicated? How much does implementation cost? Are CRM...
Read moreWant to see what a CRM looks like without a sales pitch? Guide yourself through Workbooks with our interactive demo. No data or details needed to get started. Prefer to talk to someone? Request a demo instead.
